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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,475 | $99,345+328.3% | $84,753+402.0% | $273,972+55.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.00% | 22.93%-23.9pp | 22.78%-23.8pp | 41.46%-42.5pp |
| Employer contribution / active EE | $6,025 | $4,214+43.0% | $3,574+68.6% | $4,869+23.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |